See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,265 | $152,509+35.9% | $117,472+76.4% | $134,475+54.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -30.34% | 52.99%-83.3pp | 29.74%-60.1pp | 417.96%-448.3pp |
| Employer contribution / active EE | $8,836 | $5,571+58.6% | $4,176+111.6% | $4,740+86.4% |
| Participant deferral / active EE | $0 | $4,818-100.0% | $4,070-100.0% | $6,400-100.0% |
| Admin fee / account holder | $10 | $7,004-99.9% | $5,645-99.8% | $11,426-99.9% |